FAM
Fiduciary Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $1.92M | Buy |
+24,000
| New | +$1.92M | 0.33% | 52 |
|
|
2014
Q3 | – | Sell |
-2,900
| Closed | -$315K | – | 89 |
|
|
2014
Q2 | $315K | Sell |
2,900
-19,900
| -87% | -$2.16M | 0.06% | 78 |
|
|
2014
Q1 | $2.27M | Buy |
22,800
+3,000
| +15% | +$298K | 0.48% | 47 |
|
|
2013
Q4 | $1.8M | Hold |
19,800
| – | – | 0.41% | 42 |
|
|
2013
Q3 | $1.65M | Hold |
19,800
| – | – | 0.39% | 47 |
|
|
2013
Q2 | $1.63M | Buy |
+19,800
| New | +$1.63M | 0.36% | 48 |
|